I am using a BPM to try and update a checkbox field in the DB. I am not experienced with programming so I was hoping to do this with the tools epicor provides. When a checkbox is checked on a dashboard, I want the checkbox to set to true in the OrderHed_UD table. Given the tools epicor provides, I am only able to set the values of the tt table. It was my understanding that after the tt table was set, it would then write the differences into the DB. However I am not seeing any changes on the table. I am looking at the table through a query that I wrote to look at the particular order I am dealing with. I know the BPM is firing as I put a simple message box to test if it was, and the message box fires everytime.
Hey Keenan, welcome. I think something like this is definitely achievable without code. Can you give some more details about what you are trying to accomplish / what you’ve tried? Are you just trying to update the 1 checkbox via a dashboard? Or are you trying to update an additional checkbox after one has been updated via a dashboard?
@Asz0ka thanks for coming to enlighten me! I have tried changing the “setfield3” properties, from the added row, to all rows, and everything in between. I had read something about adding in BO’s, so I tried adding in the sales order, update ext BO, but that did not change anything. I am honestly not even sure if that’s the right BO it was just the closest thing I could find as there was nothing for OrderHed. As far as what I am trying to accomplish, I am just trying to check the one checkbox! We have a dashboard setup that reads the checkbox field… If the box is checked, then it populates on the dashboard. So all I’m looking to do right now is be able to check that field so that it goes to the dashboard.
Ok, I think I’m starting to see what your after. Still a little fuzzy on some parts. So, you want to be able to manually check a checkbox (and have it updated in the DB), so that the record the checkbox is linked to will appear in a dashboard (because this dashboard only shows records where that checkbox is checked)?
No problem, just wanted to make sure I had a handle on what you were trying to accomplish. Rather than the BPM route, have you tried using an updateable BAQ / Dashboard?
edit:
From your picture, it does look like you may be doing the updatable BAQ already and attempting to use BPM’s on it’s methods. Is this the case?
Yes I do have a updatable BAQ dashboard setup.
This screenshot might help to clear up a few things! I am very sorry for the confusion. I am a total epicor noob who got thrown into making this work.
Gotcha. No problem, I’ve been there many times before! It looks like you’re on the right track, but may be over complicating things for your situation. Since you are just updating the one field/checkbox, you shouldn’t need to to do the “Advanced BPM Update only” processing method. The “BPM Update” option should work in this case, and it will be much easier to set up. Have you tried doing the BPM Update processing method?
I have not tried it. I just started dabbling in it after reading your comment but I am unsure of how to make this correlate to the dashboard. Would you happen to know of any good reference material that would point me in the right direction?
Update:
To be more specific, the part that is really confusing me is where am I telling the updatable BAQ to update checkbox01 when the user clicks the checkbox on the dashboard. I can see that it’s set to be udpdated, but I don’t see where I set the value, or how it’s triggered.
The EpicorICETools_UserGuide from the Epicor epicWEB site has it pretty well laid out, there should be posts here detailing the steps too.
For your case, since you are updating on the OrderHed table, you will use the SalesOrder BO and it’s UpdateExt method you had mentioned before. In order for the ubaq to know what record to update, there will always be key/required fields that must be included as display fields. In this case it just needs the OrderNum to be included. Here’s a pretty simple example that will update UserChar1 on the Erp.OrderHed table:
Before you get to the updateable dashboard, you can test your ubaq in the analyze tab where you can tell if it works and get an idea for how the value is set:
No problem, happy to help! I would definitely try to get a copy of that guide I mentioned previously from the epicWEB site (requires an epicWEB login), there’s a lot of useful info in there.
